Paraplanner

We are working with an award-winning Financial Planning organisation to recruit an additional Paraplanner. Our client has an excellent presence across the South West and are one of the leading names in the region.

As a Paraplanner, you will play a pivotal role in supporting the companies experienced Financial Planners and you will also be a vital point of contact for clients.

Key responsibilities include:

• Conducting in-depth research on financial products and market trends
• Preparing detailed financial reports
• Collaborating closely with financial advisors to develop tailored financial plans for clients
• Ensuring compliance with industry regulations and internal standards
• Contributing to the delivery of exceptional client experiences

Requirements:

• Proven experience in a Paraplanner role.
• Strong understanding of financial markets, products, and regulatory frameworks.
• Diploma in Financial Planning or working towards
• Excellent organisational, analytical, and communication skills.
• A commitment to upholding the highest ethical standards and maintaining client confidentiality.

This is a fantastic opportunity to join a leading name in the market where you can have a long-term career. Our client is renowned for providing first class training & support and as a result have minimal staff turnover - you will be supported for all market exams and they actively encourage progression within the business.

Our client is offering a competitive basic salary to £45,000 + bonus and company benefits including: generous holiday entitlement, pension, death in service and much more.